Wealth Manager jobs in Bangalore - Moroni Jobs

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  • Job View 62 Views
  • Applicants Less than 5 Applicants
  • 2019-05-01

Job Description

Key Deliverable:

Formulating The Strategies To Increase Client Base.

Contact all mapped clients through daily/weekly/monthly calls, regularly

Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company

New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.

Preparation And Execution Of Financial Planning

Risk Profiling Of Existing & New Clients.

Regular Portfolio Review Of Existing & New Clients.

Providing seamless & superior service delivery.

Timely follow-up on all the product renewal opportunities uploaded in the system.

Promote large ticket MF SIP's per month.

Manage AUM & month on month growth of the same

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

50

Education

Other Bachelor Degree


About Moroni Jobs

Moroni Jobs is a notable name in the placement sector of India. We are engaged in serving the job seekers and employers in India. They make the best use of the different services offered by us. We provide the placement consultancy, HR consultancy, career consultancy, and overseas placement. This company was founded in the year 2014 by Paulraj Prabu.

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